Financial Planning

Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett

Jill Barnett is the Founder and Principal of Valley Consulting Partners. She joins the show today to share how she helps wealth management firms navigate human resources issues, compensation, hiring strategy, and workforce training. If you're interested in tackling HR challenges, enhancing workplace dynamics, or preparing for the future of the financial planning profession, this episode is for you! Listen in as Jill shares how her background in psychology led her to consulting for wealth ...

Read more +

Jan24

Ep #214: Engineer to Certified Financial Planner with Justin Rice

Justin Rice is a Financial Advisor at Personal Wealth Strategies, and he joins the show today to share his career journey from biomedical engineering to financial planning. If you're interested in transitioning to the planning industry from a technical or academic background, leveraging study groups for career growth, or enhancing your sales skills, this episode is for you! Listen in as Justin shares how conversations with colleagues during his PhD program sparked his realization that many ...

Read more +

Jan17

Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil

Rianka Dorsainvil is the Founder and Senior Wealth Advisor at YGC Wealth. She joins the show today to share how stumbling into a personal finance class in college started her path in the industry, as well as how her journey in financial planning has unfolded in unexpected ways. If you're interested in exploring non-traditional career paths, building a financial planning firm from scratch, or learning from the challenges of firm mergers and relaunches, this episode is for you! Listen in as ...

Read more +

Jan10

Ep #212: Passing the CFP Exam with Brett Danko

Brett Danko is the president of the Financial Planning Resource Center and managing partner of Main Street Financial Solutions. He joins the show today to share how his interest in financial planning has helped him build two successful companies. If you're interested in building a career in financial planning, passing the CFP exam, or learning tips from an experienced educator, this episode is for you! Listen in as Brett shares what sparked his interest in financial planning, how he entered ...

Read more +

Jan03

Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley

Jeremy Eppley is the Founder of Silverstone Financial. He joins the show today to share his career journey, from discovering his passion for financial planning and securing an internship that led to an entry-level role after graduation to ultimately starting his own firm at age 21. If you're interested in learning how to navigate early career challenges, build a financial planning firm from scratch, or start your own business, this episode is for you! Listen in as Jeremy recounts launching ...

Read more +

Dec27

Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh

Kirsten Ashbaugh is the Director of Sales at Wilkinson Wealth Management, and she joins the show today to share her career journey into financial planning. If you're interested in navigating a career change, using networking to land your first role, or building a successful path in financial planning, this episode is for you! Listen in as Kirsten shares how her career began at an intelligence agency before a career coach steered her toward financial planning, leading her to use informational ...

Read more +

Dec06

Ep #207: Staying Patient When The Timing is Off For Your Dream Job with Foster Hyde

Foster Hyde is a Senior Financial Advisor at the Welch Group based out of Alabama. He joins the show today to share his career journey, from law school to financial planning. If you're interested in learning how to navigate career pivots, overcome setbacks, and build a successful career in financial planning, this episode is for you! Listen in as Foster recounts how his dream job fell through after college, how he found another position that eventually helped him secure his ideal role, and ...

Read more +

Nov29

Ep #206: Pivoting Away from Wall Street to Help More People on Main Street with Augustus Christensen

Augustus Christensen is the Founder and CEO of Scoops, and he joins the show today to share how he got into wealth management. If you're interested in the journey from finance to entrepreneurship, learning how to leverage early career experiences, or exploring ways to make financial literacy more accessible, this episode is for you! Listen in as Augustus shares his college journey, from creating and selling an app to working at the largest student-run credit union at Georgetown University. He ...

Read more +

Nov22

Ep #205: Leaving a Large RIA to Start a Small RIA with Chris Grellas

Chris Grellas is the co-founder of ProsperPlan Wealth, and he joins the show today to share his wild college journey that brought him into the financial planning profession. If you're interested in hearing how to navigate career pivots, balance personal challenges with professional goals, or explore transitioning from large firms to small RIAs, this episode is for you! Listen in as Chris talks about starting as a government major, then switching to business, then finance, before finding his ...

Read more +

Nov15

Ep #204: Navigating Multiple Career Changes Successfully with Kristin Harad

Have you ever wondered how to turn a career shift into a successful business? In this episode, Kristin Harad, a Business & Marketing Coach for RIA Leaders and Independent Financial Advisors, shares her journey from corporate America to becoming a Certified Financial Planner with her own firm—while balancing life as a new mom. Kristin dives into how she went from attracting clients to discovering her true passion: coaching other advisors on developing a niche and creating growth ...

Read more +

Nov01

Ep #202: Leaving a Large Asset Management Firm for a Small RIA with Azure Bradger

Azure Bradger is an associate advisor at Clarity Financial Group based out of Fort Worth, TX. She joins the show today to share her unconventional journey into the financial planning profession, starting as a biochemistry major before landing an entry-level position at a property and casualty firm and eventually pivoting to a role with a large asset manager. If you're interested in hearing how to navigate career pivots, balance personal challenges with professional goals, or explore ...

Read more +

Oct25

Ep #201: Starting Your Own Firm After 13 Years as an Employee with Bryan Moylan

Bryan Moylan is a financial advisor at Traverse Private Wealth Group based out of Philadelphia, PA. He joins the show today to share his journey in the financial planning profession, beginning his career at a large asset management firm after college, then changing course multiple times before ultimately starting his own firm. If you're interested in navigating career transitions in financial planning, this episode is for you! Listen in as Bryan shares why he pursued the CFP certification, as ...

Read more +

View Older Posts

Podcast

Follow us